Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,730 | $154,228-44.4% | $145,433-41.1% | $137,256-37.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.69% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $9,446 | $4,804+96.6% | $4,554+107.4% | $4,156+127.3% |
| Participant deferral / active EE | $10,611 | $8,216+29.1% | $7,897+34.4% | $6,407+65.6% |
| Admin fee / account holder | $88 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |